Life Settlement Advisors

Amrita Financial proudly works with a wide variety of trusted advisors to secure the best life settlements possible for their clients. Insurance producers/agents, MGA's, financial planners, investment advisors, attorneys, estate planners, accountants and others rely on Amrita Financial to sell their clients' in force life insurance policy on the secondary market. They choose Amrita Financial because we are:

Life settlements are an increasingly popular method of charitable giving. Having an insured donate the proceeds of a life settlement rather name a charitable organization as the beneficiary of a policy can have an immediate, positive impact on a charity. In addition, charities holding life insurance policies can benefit from life settlements by gaining immediate access to the value of their asset and getting much needed financial flexibility. Ultimately the better managed the charity's finances, the more empowered they will be to perform their charitable work effectively.

Accountants and CPAs with senior, corporate or charitable organizations as clients are in a position to offer increased value through an awareness of life settlements. CPAs are empowered when they have an understanding of the life settlement solution and when its application is appropriate.

CPAs are are an integral part of the financial advising circle that are replied upon for their important financial advice. As such, the ability to introduce life settlements to clients will provide a much needed financial planning tool.

It is the fiduciary duty of financial planners to fully understand a client's financial situation and make recommendations that are most advantageous to their client's needs. Life insurance policies are assets and maximizing their value means life settlements have a legitimate place in financial planning discussions with clients.

Due to the unique involvement attorneys have with their clients' financial decisions it is imperative they fully understand the life settlement opportunity. Relevant case law can be found as far back as 1911 in the Supreme Court case of Grigsby v. Russell.